December 5, 2016 / Conference

7:15am - 8:15am Private Breakfast Roundtable

Beyond Finance – Strategy Building and the Business-Focused CFO

Exclusive to Governing Body members and select CFO peers. 

Aparna Ramesh
Federal Reserve Bank of Boston
Jay Thompson
Peter Henry
New York University Stern Executive Education
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The enduring enterprise of the future sits at the confluence of dynamic talent, next-generation technology and forward-thinking leadership. As New York organizations look to spur growth in a slow-growth economic environment, CFOs must align more closely with the business than ever before. Whether driving greater efficiency to lower costs, identifying critical areas for investment or building teams equipped to meet complex challenges, finance officers must focus on crafting and executing strategy beyond merely the bottom line. In this roundtable discussion, you and your peers will build a toolset for better business alignment through human capital management, innovation, and strategic leadership.

8:00am - 8:30am

Networking Break & General Registration

8:30am - 9:20am Opening Keynote

Get Big Things Done - The Power of Connectional Intelligence


Erica Dhawan
Author & Thought Leader
"Get Big Things Done: The Power of Connectional Intelligence"
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Emotional intelligence was a game-changing concept in the ‘90s, and now connectional intelligence — the human ability to combine knowledge, ambition and people, amplified by new technologies — is transforming our hyperconnected world. It is changing corporate America by quickly, efficiently and creatively helping leaders enlist supporters, drive innovation, develop new strategies and implement diverse solutions to big problems. Learn how to leverage connectional intelligence to maximize the impact of strategic efforts across the enterprise, improve the probability of creating business value, and unleash the full capacity of your entire employee base.

9:20am - 9:40am

Networking Break

9:40am - 10:30am Breakout Sessions

Investing in People – The CFO’s Role in Building and Leading the Best Teams

Featured Session  sponsored by: EY

Jeff Akin
Northeast Region PAS Leader
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In a competitive marketplace, the difference between success and failure often comes down to people. Organizations that best leverage talent achieve greater efficiency, spur innovation and embrace agility in service of stronger bottom lines. But high-performing teams are greater than the sum of their parts; leaders must account for the vagaries of culture, engender partnership across business units and reckon with the changing face of work. In this session, Jeff Akin shares important insights into the transforming nature of the workforce, examines the critical role human capital plays as differentiator in the most successful organizations, and discusses practical steps CFOs can take to attract, develop, and maximize top talent.

Driving Growth in Trying Times

Featured Session 

Dennis Gannon
Senior Director, Corporate Finance
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Dennis Gannon shares real-world examples demonstrating the ways in which CFOs are shifting their organizations’ mindsets from risk-aversion to risk tolerance in the face of persistently slow-growth economic conditions.

The Future of Capital Markets – Preparing to Ride the Waves

Executive Boardroom  sponsored by: Bank of America Merrill Lynch

David Stith
Managing Director, Capital Markets
Bank of America Merrill Lynch
Robert Starr
Kaman Corporation
Michael Inglese
Aircastle Limited
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Many indicators suggest that 2020’s capital markets will look very different than today’s, and CFOs have become increasingly wary of dipping their toes in the volatile waters. The current regulatory environment is forcing lower leverage as regulations have real implications on both access and cost in capital markets. Join this interactive conversation for a look at the current state of the markets, insight into future trends and guidance for CFOs looking to explore how their peers are managing through market uncertainty.

10:30am - 10:50am

Networking Break

10:50am - 11:40am Breakout Sessions

Partnership by Numbers – Building Finance for the Future

Featured Session  sponsored by: IBM

Michael T. Burke
SVP & Vice Dean, Corporate CFO
NYU Langone Medical Center
Tom Fisher
Partner, Strategy and Transformation Global Center of Competency
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CFOs understand that the successful, enduring enterprise must be forward-thinking and adaptive. However, CFOs also must continue to deliver the accounting/finance "basics" - in an environment of continual cost pressures. To balance these competing demands, financial executives must rely on the full complement of tools at their disposal to ensure their operating model is cost effective, scalable and focused on supporting the evolving insight needs of their organization. Aided by a vision for the future and critical strategic partnerships, Mike Burke was able to bring impactful change to the finance function and his organization at large. In this session, Burke and IBM’s Tom Fisher share the story of their successful collaboration, examining their data-driven course of action and the tangible outcomes of building a new model for finance.

Embracing Digital Transformation

Executive Boardroom  sponsored by: EY

George Barrios
Chief Strategy & Financial Officer
Alexandre Pagliano
L'Oréal Americas
Fran Exley
Partner, PI
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Not long ago, the flow of technological innovation ran from the enterprise to the consumer, affording a clear strategic path to investment and engagement. In today’s constantly changing digital ecosystem, that path is obscured by tech-savvy customers both internal and external, wielding myriad mobile devices, social and eCommerce platforms, apps, and “smart” everything. Building an environment to better embrace the nebulous trends of this shifting reality demands focus and an organization-wide game plan. In this critical session, CFOs will be challenged to think more creatively, critically, strategically and practically about the business impact to be gained by wielding the full capabilities of technology in the digital age.

Enabling the Agile Enterprise

Executive Boardroom  sponsored by: Workday

Rich Lindahl
John Hugo
VP, Financials Products & Go To Market
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Whether driven by disruptive technology, market instability, the regulatory environment or the vagaries of the global economy, change is a constant in the enterprise. When volatility is par for the course, those companies best positioned to adapt will lead where others fall behind. Copious tools, operational efficiencies, and strategic partnerships — third-party and otherwise — offer CFOs myriad possibilities for enhanced agility in the finance function and throughout the organization. In this roundtable conversation, you and your peers will design strategies and share best practices for creating a leaner, more nimble enterprise in a time of relentless change and high uncertainty.

11:40am - 12:00pm

Networking Break

12:00pm - 1:10pm Luncheon Keynote

Looking Ahead – Surveying the Economic Landscape

Keynote  sponsored by: Bank of America Merrill Lynch

Stacey Hadash
Managing Director, New York Market Executive
Bank of America Merrill Lynch
Michelle Meyer
Deputy Head of U.S. Economics, Managing Director
Bank of America Merrill Lynch Global Research
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In this important interview with Stacey Hadash, Michelle Meyer, deputy head of U.S. economics at Bank of America Merrill Lynch, shares her outlook on the global economic forces impacting enterprise organizations in New York and around the world.

1:10pm - 1:30pm

Networking Break

1:30pm - 2:20pm Afternoon Keynote

Exponential Technology - Exploring the Disrupted Future


Michael Leadbetter
Business Futurist & Thought Leader
Singularity University
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Technology is evolving at an exponential rate — so fast, in fact, that most of us, even top business leaders, struggle to truly appreciate what that means. Within our lifetime, computers will be smarter than the human brain. We’re just beginning to scratch the surface of what the power of technology truly can — and will — do. With technology beginning to pervade our lives in ways that only science fiction thought possible, what does the future of work and business look like? Futurist Michael Leadbetter shares the incredible reality on the horizon, the impacts that these technologies will have on work and life as we know it, and what you and your organization can do to prepare for the changes ahead.

2:20pm - 2:30pm

Networking Break

2:30pm - 3:20pm Closing Keynote

The Next Step – Charting the CFO Career Path


John K. Wulff
Board of Directors
Atlas Air Worldwide
Spencer Schwartz
Atlas Air Worldwide
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For the career-minded executive, the role of CFO isn’t the end of the line; it is the next important step in a journey that often leads to the board of directors. John Wulff, board member at Atlas Air, has taken exactly this journey, and he understands that careful planning and the development of critical skills are essential for charting a successful course. In this candid interview with CFO Spencer Schwartz, Wulff reflects on his career and shares the lessons learned, pitfalls navigated, and strategies employed in his evolution as a business leader — from finance to the board.

3:20pm - 4:00pm

Closing Reception